Sydney CBD
NSW - Metropolitan
- Phone
-
02 9231 2133
- Address
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Level 14/1 York Street, Sydney NSW 2000
GPO Box 3392, Sydney NSW 2001
Our Services
- Retirement Planning;
- Budget and Cashflow Planning;
- Centrelink Benefits, other Government Benefits and Aged Care Assistance;
- Salary Packaging;
- Personal Superannuation;
- Employer Superannuation;
- Investments and Savings Plans;
- Debentures and Government Bonds.
Make an appointment with Sydney CBD
Thank you Marie-Louise for taking our phone call today regarding Centrelink. You are truly rare, you dispense your knowledge with such patience and care which gives Peter and I the confidence to seek your advice. You always give your advice with warmth and a smile. Our sincere and grateful thanks to you again.
Our association with Harold Bodinnar & later, Fiducian Financial Services, spans over 25 years. During that period of time their personal service, financial responsibility, strategic planning & attention to detail has been first class.
Before & after retirement, their investment advice, credibility & assessment of the financial markets, together with identifying alternative income streams has, for us, assured our future & lifestyle which we now enjoy. The knowledge that day to day investment decisions are in good hands, eliminates the worry, stress & need for hands on monitoring.
When considering retirement strategies & maximising a sound return on funds earned during our working life, Harold Bodinnar, Marie Louise Muscat & Fiducian have played a vital role. We can highly recommend their services & wish the whole Team every success in providing sound financial advice & services to Retirees.
While not a large client I have appreciated the time and attention that Louise has always given to our requirements. I have always been made to feel welcome from the greeting at reception to the meeting format or phone response. It is like dealing with a friend rather than the impersonal world of the recorded phone prompt and voice mail so common in other companies. It instils confidence and makes one feel of value to the company.
I couldn't be more satisfied with the financial planning services provided by Robert Dravers of Fiducian Financial Services. Robert's expert guidance and personalised strategies have not only helped me achieve my financial goals but also given me peace of mind about my financial future. I wholeheartedly recommend Robert's services to anyone looking for a trusted partner in managing their finances.
Robert Dravers, of Fiducian Financial Services, has been instrumental in managing our finances and investments. His expertise and personalised approach have provided us with invaluable advice that has helped us make informed decision & achieve our financial goals. I highly recommend Robert Dravers for his exceptional service and professionalism.
It is my pleasure to strongly recommend Robert Dravers as a financial advisor. His communication skills are excellent as he always explains the different areas of financial management of my funds. Robert has displayed an understanding of my financial needs and recommends when to change funds that will have a positive benefit for me.
Thank you for the service you have provided to me over the past four years. I have enjoyed our annual review meetings, which have been constructive, consultative, and beneficial to the performance of my superannuation account. You have always been well prepared for our reviews, with all relevant statistics and data on hand. You have listened to my thoughts, but you have also had worthwhile suggestions for my consideration. Thank you again Robert.
Robert became our Fiducian Services Financial Adviser in June 2019 & we have always found him to be very approachable, knowledgeable & professional. He provides excellent service, not only in reviewing our portfolios & making appropriate recommendations when required, but also in providing us with regular economic & market updates. We have no hesitation in recommending Robert to anyone seeking to secure their financial & retirement planning.
It is with great pleasure that I endorse the services of Mr. Robert Dravers. For a great number of years, Robert has been the financial adviser for myself & my late husband. Robert has been at all times most polite, helpful & extremely knowledgeable and I have been guided by his expertise in all matters pertaining to investments, superannuation & the management of my financial affairs. I would have no hesitation in recommending the services of Robert Dravers to anyone seeking sound financial services.
Jan & I have had approx. 7 advisers from Fiducian over the years. You are the best to date and not expected to be over shadowed. We cannot be more impressed with you. Please pass on our comments.